Financial Sector BPM – Don’t Miss These Events

The financial services industry has been a leading adopter of Business Process Management suite technology for many years. When the global recession hit, BPM spend in the sector maintained, because BPM’s promise of cost reduction and process control and optimization was precisely what the industry needed. With a little cautious optimism now beginning to creep back into U.S. markets and across Europe, financial companies continue to focus on process improvement as they prepare for a hopeful return to more stability.

There are several “BPM for financial services” industry events happening over the next few weeks, both in the U.S. and across the pond. Appian customers will be presenting at many of them.

The IQPC Business Process Excellence in Financial Services Exchange is September 21-22 in London. At the event, John Jarrett, director of BPM at AGF Trust, will discuss “Innovation and Agility: Implementing BPM Across the Enterprise.” John has run a highly successful BPM program at AGF for several years, and he will share his insights on moving from a strategic plan to an enterprise delivery roadmap.

Stay in London for another week if you can, and attend the IRM Business Process Management Conference Europe 2010, September 28-29. There, you can hear Bruce Spicer, head of Information Management at Surrenda-link Investment Management, talk about his success using software-as-a-service BPM. Appian is the only vendor to offer identical and full BPM suite capabilities both on-premise and in the cloud, and Bruce will share some of the tips and lessons-learned on his success story.

Here in the U.S., you should plan a trip to New York for the October 7 FSO Knowledge Xchange BPM and Technology Innovation Forum and Expo. Jeffrey Stuerman, president of Edward Jones Trust Company, will be presenting along with Edward Hughes, VP of Worldwide Sales at Appian, and Tony Painter, CEO of our partner Oakbrook Solutions. Mr. Stuerman will showcase his company’s use of WealthWorx, an Oakbrook solution built on Appian and tailored to the Wealth Management industry. You can read more about it in the press release Oakbrook issued.

Check out the links above for more information, and don’t miss these events!

Ben Farrell, director of Corporate Communications